November Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the November equity and fixed income markets.

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Stonebridge Soundbites- Charitable Donation Strategies

It’s November, a time for giving! As we speed towards the end of the year it is important to think about your philanthropic goals and assess different charitable donation strategies. In this episode, we will discuss how Stonebridge works with clients to identify their charitable donation strategy.

 

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Disclosure: The views expressed here reflect those of the speakers as of 11/16/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

Stonebridge Soundbites: Managing Client Restrictions in a Portfolio

I don’t want tobacco or alcohol in my portfolio.” This is a statement one client requested recently which brought to mind a good topic for a soundbite, managing client restrictions. In this episode, President & Portfolio Manager Robert Kincade discusses how we work with a client to understand their restrictions and apply it to an investment portfolio.

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Disclosure: The views expressed here reflect those of the speakers as of 10/18/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

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